PEOPLE & PRODUCTS

INDUSTRY NEWS

Aware Super has released a tool called My Retirement Planner, which is expected to be launched widely in 2024, to provide insights into retirement confidence....

INDUSTRY NEWS

DASH has made two senior appointments to position the technology company for future growth....

INDUSTRY NEWS

The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable...

INDUSTRY NEWS

AMP is betting on a digital bank for sole traders and small businesses, in partnership with UK digital bank Starling, to improve its AMP Bank performance....

INDUSTRY NEWS

HUB24 has unveiled the features of its low balance Discover product and the managers it is working with on managed portfolios....

INDUSTRY NEWS

Praemium has announced a three-year partnership with research consultancy CoreData....

INDUSTRY NEWS

The Australian Financial Complaints Authority has appointed new directors as two founding directors step down after five years, including a financial adviser....

INDUSTRY NEWS

The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....

INDUSTRY NEWS

Challenger has welcomed two new non-executive directors to its board as well as a strategic partnership with Apollo Global Management....

INDUSTRY NEWS

The firm has tapped Catherine van der Veen and Lucy Foster to jointly manage client relationships, onboard key partners and oversee the implementation of new clients in a...

INDUSTRY NEWS

More than 30 winners were crowned at this year’s Women in Finance Awards, including eight from the broking industry....

INDUSTRY NEWS

The investment platform is set to strategically partner with capital markets platform Complii Fintech Solutions, resulting in greater client interaction and cross-referra...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
moneymanagement logo